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交銀國際:料中興(0763.HK)今年取得更多5G份額 升目標價至33港元
格隆匯 02-13 11:07

交銀國際研報指,去年首階段的5G構建主要是非獨立組網形式,這把中興通訊(0763.HK)置於不利地位,因為份額的分配是基於先前的4G份額,但預計三家中國電信商的5G招標結果將於今年第一季公佈,隨著電信運營商從非獨立過渡到獨立組網,中興將從今年開始獲得更多份額,故將評級由“中性”調升至“買入”,目標價由21港元上調至33港元。

報告又指,自從去年下半年贏得中國移動的招標後,預計核心路由器將成為今年有線業務的推動力。另外,武漢肺炎疫情無阻內地5G發展,雖然疫情抑制了消費者需求,但中興的敞口有限,因此短期財務前景相對穩定。

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